Displaying the Timesheet
Before displaying the timesheet, select the period for which you want to create the schedule, and choose the employees or employee groups for whom you want to create the timesheet. Finally, decide whether you want to create a schedule or modify the actual working hours/absences of the employees.
Types of Timesheets
Planned Timesheet: This allows you to create timesheets. The values set in the planned work timesheet do not affect the actual working hours/absences but enable you to compare the planned schedule with the actual one at the end of the month and identify discrepancies.
Actual/Comparative Timesheet: This affects the actual working hours/absences of the employees and allows you to quickly fill in the employees' real schedules. All values set in this timesheet will later reflect in the reporting.
Filling in the Timesheet
You can fill in the timesheet by entering the number of hours worked or the abbreviation for absence/shifts in the cell. A right-click will open a menu that allows you to either modify a specific entry or add a comment to the cell/row. Copy and paste work just like in any other spreadsheet program!
Leave Types can be pre-configured under Track > Vacation and Absences > Types.
Shift Types can be pre-configured under Track > Timesheet > Shift Types.
Configuring Timesheet Types
Go to Track > Timesheet > Timesheet Types.
As mentioned earlier, several different timesheet types are already set up by default. You can also create various views of the timesheet so that each planner can find a suitable one.
When setting up a new type, pay attention to:
Displayed Units: Determines what is shown in the timesheet, such as vacations and absences. If you wish to plan working hours, select planned working hours. If you want to see the actual working hours added by employees, select just working hours.
Show Unconfirmed Units: If you want to display unconfirmed working hours/absences in the timesheet, this must also be included. Selecting Add New Units in an unconfirmed state means that all entries will be added as unconfirmed, and employees will not see the timesheet until it has been confirmed.
Accounting Period Information: If the accounting period is longer than one month, this must be indicated here.
Displaying Start and End Times: If you want to see the start/end times of work in addition to the hours/shift type in the timesheet.
Mark Days Non-Compliant with Estonian Laws in Red: This will display non-compliances with Estonian laws in red and indicate which law was violated.
Data Displayed in Column Headers: Shows the number of employees present each day. This provides an overview of how many people were at work and whether all shifts are adequately covered.